My role is to ensure your wealth works as hard as you did to build it through strategic investment planning, tax-efficient wealth transfer and a clear framework for your financial legacy.
I help high-net-worth individuals, business owners and retirees optimize investments, mitigate taxes and structure strategic estate plans, with strategies tailored to their goals, not one-size-fits-all advice. The right planning helps ensure you never wonder if you should have enjoyed more, given more or structured your wealth differently.
Wealth management isn’t just my profession. It’s also my passion. I thrive on building deep relationships with my clients, helping them align their financial strategies with their vision for the future.
Beyond my professional life, I cherish quality time with family and remain deeply committed to my community. As a proud Texas Longhorn, my wife Christy and I make it a priority to attend as many games as possible throughout the season. When I'm not partnering with clients, you'll likely find me on the golf course, exploring new destinations through travel or enjoying precious moments with our family on Lake Travis or at our property in Fayetteville – balancing my career with the personal connections and experiences that matter most.
I’m honored to have been recognized as the youngest recipient of the 2019 El Campo Chamber Citizen of the Year and the 2024 Wharton County 100 Club – El Campo Police Department Citizen of the Year. Giving back isn’t something I believe in, it’s something I actively pursue. I currently serve as an Advisory Team Member and Trustee for River Pointe Church in Richmond, Texas.
Just as I embrace the principles of living fully, giving generously and leaving a meaningful legacy in my own life, I'm committed to helping you enhance your wealth's potential toward what matters most to you. Let's start the conversation today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
This ranking is not based in anyway on the individual's abilities with regard to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with El Campo Chamber or El Campo Police Department.